Clarity Wealth Development

Clarity Wealth Development as of Dec. 31, 2025

Portfolio Holdings for Clarity Wealth Development

Clarity Wealth Development holds 45 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 20.2 $24M 71k 335.27
Dimensional Etf Trust Us Small Cap Val (DFSV) 12.6 $15M 453k 32.89
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.3 $13M 213k 62.47
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 8.2 $9.7M 387k 25.08
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.3 $7.4M 224k 33.08
Dimensional Etf Trust Intl Small Cap V (DISV) 4.7 $5.5M 146k 38.00
Dimensional Etf Trust Global Real Est (DFGR) 3.8 $4.5M 171k 26.42
Nushares Etf Tr Nuveen Esg Intl (NUDM) 3.4 $4.0M 112k 36.21
Ishares Tr Esg Awre 1 5 Yr (SUSB) 2.7 $3.2M 127k 25.24
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 2.7 $3.2M 71k 44.65
Apple (AAPL) 2.6 $3.1M 12k 271.86
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.8 $2.1M 25k 83.75
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 1.8 $2.1M 59k 35.58
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.7 $2.0M 39k 52.41
Spdr Series Trust State Street Spd (SPTI) 1.5 $1.8M 61k 28.84
Microsoft Corporation (MSFT) 1.5 $1.8M 3.6k 483.64
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.2 $1.4M 18k 79.73
Dimensional Etf Trust Us Equity Market (DFUS) 1.0 $1.2M 16k 74.17
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.9 $1.1M 14k 77.02
Vanguard World Esg Us Corp Bd (VCEB) 0.8 $909k 14k 63.63
Nike CL B (NKE) 0.7 $800k 13k 63.71
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $729k 3.3k 219.78
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.6 $683k 7.3k 93.97
Alphabet Cap Stk Cl C (GOOG) 0.6 $666k 2.1k 313.80
Spdr Series Trust State Street Spd (SLYV) 0.5 $596k 6.6k 90.97
Costco Wholesale Corporation (COST) 0.5 $582k 675.00 862.55
Mastercard Incorporated Cl A (MA) 0.5 $567k 993.00 570.71
Ishares Tr Global Reit Etf (REET) 0.4 $512k 21k 24.95
Visa Com Cl A (V) 0.4 $507k 1.4k 350.82
Ishares Tr Core S&p500 Etf (IVV) 0.4 $507k 740.00 684.56
Southern Company (SO) 0.4 $474k 5.4k 87.20
Honeywell International (HON) 0.4 $465k 2.4k 195.06
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.4 $446k 4.6k 97.80
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.4 $432k 9.6k 45.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $406k 660.00 614.49
Alphabet Cap Stk Cl A (GOOGL) 0.3 $401k 1.3k 313.00
Procter & Gamble Company (PG) 0.3 $395k 2.8k 143.30
Vanguard Index Fds Growth Etf (VUG) 0.2 $280k 574.00 487.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $265k 527.00 502.65
Ishares Tr National Mun Etf (MUB) 0.2 $232k 2.2k 107.11
Abbvie (ABBV) 0.2 $228k 997.00 228.50
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $225k 4.5k 49.90
Nextera Energy (NEE) 0.2 $225k 2.8k 80.28
Boeing Company (BA) 0.2 $220k 1.0k 217.12
Qualcomm (QCOM) 0.2 $207k 1.2k 171.05